Red Reef Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$102K Sell
822
-252
-23% -$32K 0.11% 127
2025
Q4
$129K Buy
+1,074
New +$128K 0.13% 116

Other funds holding IJR

Red Reef Advisors's IJR Position: Q1 2026 in Review

Red Reef Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q1 2026, selling an estimated $32K and leaving 822 shares worth $102K. The position accounts for 0.11% of the portfolio, ranked #127.

Red Reef Advisors first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. The position peaked at $129K in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Red Reef Advisors held 822 shares of iShares Core S&P Small-Cap ETF worth $102K as of Q1 2026.
  • Red Reef Advisors sold 252 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $32K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Red Reef Advisors's portfolio in Q1 2026, its #127 holding.
  • Red Reef Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Red Reef Advisors's iShares Core S&P Small-Cap ETF position peaked at $129K in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.